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Symphony Financial’s Mondelez International MDLZ Stock Holding History

Symphony Financial’s Portfolio MDLZ Stock Details MDLZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$426K Buy
+7,229
New +$445K 0.04% 211

Other funds holding MDLZ

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Symphony Financial's MDLZ Position: Q3 2026 in Review

Symphony Financial opened a new position in Mondelez International (MDLZ) in Q3 2026: 7,229 shares worth $426K. The stake represents 0.04% of the portfolio and ranks #211 among its holdings.

1,295 funds tracked by Wall St. Rank hold MDLZ as of Q3 2026.

  • Symphony Financial held 7,229 shares of Mondelez International worth $426K as of Q3 2026.
  • Mondelez International was a new Symphony Financial position in Q3 2026.
  • Mondelez International made up 0.04% of Symphony Financial's portfolio in Q3 2026, its #211 holding.
  • 1,295 funds tracked by Wall St. Rank held Mondelez International as of Q3 2026.

Based on Symphony Financial's 13F filing for Q3 2026, filed 22 Oct 2026.